Investment Objective
The fundamental investment
objective is to seek to provide
long-term growth of capital by
investing primarily in, or
gaining exposure to, common
stocks of established companies.
Benchmark Statement
Russell 1000 Value TR Index - C$
Recommended For
The Fund may be suitable for
medium to long-term investors
who :
• are seeking long-term growth
of capital through well
established,
high-quality U.S. companies
with value
characteristics;
• are seeking a core U.S.
holding in the growth
component of a diversified
portfolio;
• want the flexibility to
switch to other Classes of TD
Mutual Funds Corporate Class
Ltd. on a tax deferred basis;
• are willing to accept a
moderate level of risk.
Why Invest
The Fund provides you with the
opportunity to gain exposure to
established U.S. companies that
are undervalued.
The Fund aims to deliver
superior returns relative to the
investment risk involved.
Portfolio Update
Quarterly Update
The Fund generated a positive
return in the third quarter of
2012, nearly matching the
performance of the Russell
1000 Value Index. Stock
selection and sector
allocation decisions were
positive contributors to
relative performance.
Portfolio holdings in the
consumer discretionary,
materials, and information
technology sectors
outperformed, offsetting
relative weakness in consumer
staples and telecommunications
services. A modest amount of
U.S. dollar cash in the
portfolio detracted slightly,
as the stock market rallied
and the U.S. dollar declined
relative to the Canadian
dollar. Returns were weaker in
Canadian dollar terms as the
Canadian dollar strengthened
versus the U.S. dollar during
the quarter.
(September 2012)
General Description
| Fund Codes:
|
TDB2282,
DSC Version
TDB2281,
ISC Version
TDB2283,
LSC Version
TDB2284,
LSC2 Version
|
| Minimum non-RSP Investment:
|
$ 500.00
|
| Minimum RSP Investment:
|
$ 500.00
|
| Minimum Subsequent Investment:
|
$ 100.00
|
| Early Redemption:
|
Up to 2.00% of purchase cost if redeemed within 30 days of purchase.
|
|
MER:
|
2.51% MER as of December 31, 2012
|
| Sector Class:
|
U.S. Equity
|
| Inception Date:
|
Sep. 7, 2010
|
| Assets:
|
$ 10.11 million as of May 31, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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